Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$94M Sell
2025
Q2
$96.5M Sell
2025
Q1
$101M Sell
2024
Q4
$92.3M Buy
2024
Q3
$96.3M Buy
2024
Q2
$80M Buy
2024
Q1
$81.3M Buy
2023
Q4
$70.8M Sell
2023
Q3
$65.4M Sell
2023
Q2
$60.5M Sell
2023
Q1
$120M Buy
2022
Q4
$66.7M Buy
2022
Q3
$253K Hold
2022
Q2
$273K Buy